Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Helix Energy Solutions Grp I (HLX)

269 + Investors. Track Smart Money conviction in HLX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — HLX

Based on 271 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HLX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
271 hedge funds hold HLX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

137 buying130 selling
Last quarter: 137 funds bought or added vs 130 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 33 → 55 → 43. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 17% new
170 out of 271 hedge funds have held HLX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +57% but shares only +3% — price-driven

Value
+56%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +57%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

57 → 36 → 33 → 55 → 43 new funds/Q
New funds entering each quarter: 36 → 33 → 55 → 43. A growing number of institutions are discovering HLX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 8% 1-2yr ■ 22% new
Of 275 current holders: 193 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
52 of 271 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in HLX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HLX

In 2026 Q1, 137 hedge funds were net buyers of HLX (43 opened a new position, 94 added to an existing one), while 130 reduced or exited (97 trimmed, 33 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in HLX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 271.

Hedge Fund Ownership: HLX

How many hedge funds hold HLX — quarterly history vs. share price
Quarterly hedge fund ownership of HLX vs. share price

Market Analysis: HLX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HLX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Helix Energy Solutions Grp I (HLX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HLX has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
HLX
-1.5%
XLE
-6.1%

HLX outperformed XLE by +4.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
HLX
-3.1%
XLE
-3.2%

Since the filing became public, HLX outperformed XLE by +0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 3 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: HLX
269 + Investors

Track Smart Money conviction in HLX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 269 261 3.07%
13F Shares 131M 128M 2.71%
Total Value $1.24B $790M 56.69%
New Positions 41 55 -14
Increased Positions 94 89 +5
Closed Positions 33 33 -
Reduced Positions 95 77 +18
Total Calls 4 0 100%
Total Puts 2 2 -
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: HLX

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Financial Highlights

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Institutional Holders (2026 Q1)

269 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HLX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HLX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gate City Capital Management, LLC 5.00% 1,297,832 $12.8M
2 Simcoe Capital LLC 4.94% 544,276 $5.4M
3 Bastion Asset Management Inc. 2.62% 893,824 $8.6M
4 Tensile Capital Management LP 1.20% 849,946 $8.4M
5 SummerHaven Investment Management, LLC 0.71% 116,582 $1.2M
6 Systematic Financial Management LP 0.67% 2,958,544 $29.3M
7 Nierenberg Investment Management Company, LLC 0.61% 124,450 $1.2M
8 CoreCommodity Management, LLC 0.34% 184,020 $1.8M
9 Bridgeway Capital Management, LLC 0.18% 883,786 $8.7M
10 Kennedy Capital Management LLC 0.12% 573,439 $5.7M
11 Glenorchy Capital Ltd 0.12% 207,774 $2.1M
12 Numerai GP LLC 0.10% 104,663 $1.0M
13 Anson Capital, Inc. 0.09% 12,738 $126K
14 Fox Run Management, L.L.C. 0.07% 38,333 $374K
15 Guinness Atkinson Asset Management Inc 0.05% 10,556 $104K
16 Guinness Asset Management LTD 0.05% 297,624 $2.9M
17 Inceptionr LLC 0.05% 20,631 $204K
18 Panagora Asset Management Inc 0.05% 1,274,502 $12.6M
19 Worth Asset Management, LLC 0.04% 11,595 $115K
20 Catalyst Funds Management Pty Ltd 0.04% 24,480 $242K
21 Caldwell Sutter Capital, INC. 0.04% 10,000 $99K
22 Empowered Funds, LLC 0.03% 553,380 $5.5M
23 BNP Paribas Asset Management Holding S.A. 0.03% 3,022,408 $29.9M
24 Boston Partners 0.03% 2,950,746 $29.1M
25 Ewa, LLC 0.03% 13,561 $134K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Helix Energy Solutions Grp I (HLX)

What does the Smart Money Trend signal show for HLX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HLX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HLX?

Slight buying edge — 51% buying: Last quarter: 137 funds bought or added vs 130 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HLX holders?

Elite ownership — 47% AUM from top-100 funds: 52 of 271 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in HLX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HLX?

63% of holders stayed for 2+ years: 170 out of 271 hedge funds have held HLX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Helix Energy Solutions Grp I (HLX) following the 2026 Q1 hedge fund 13F filings?

As of today, HLX has moved -3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.2% for the XLE sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), HLX has gained -1.5% vs -6.1% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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